ROK Q3 2025 Earnings
Reported Aug 6, 2025 at 7:03 AM ET · SEC Source
Q3 25 EPS
$2.82
BEAT +5.66%
Est. $2.67
Q3 25 Revenue
$2.14B
BEAT +3.66%
Est. $2.07B
vs S&P Since Q3 25
+18.3%
BEATING MARKET
ROK +32.2% vs S&P +13.9%
Market Reaction
Did ROK Beat Earnings? Q3 2025 Results
Rockwell Automation delivered a strong fiscal third quarter, beating Wall Street expectations on both the top and bottom lines as a return to year-over-year growth signaled meaningful operational momentum. The industrial automation giant posted adjus… Read more Rockwell Automation delivered a strong fiscal third quarter, beating Wall Street expectations on both the top and bottom lines as a return to year-over-year growth signaled meaningful operational momentum. The industrial automation giant posted adjusted EPS of $2.82, ahead of the $2.67 consensus by 5.66%, while revenue of $2.14 billion topped estimates by 3.66% and grew 4.5% from a year ago. The clearest driver of outperformance was the Software and Control segment, where sales surged 23% to $629.00 million and operating margin expanded sharply to 31.6% from 23.6%, powered by higher volumes, price realization, and productivity gains. Free cash flow of $489.00 million, more than double the prior-year quarter's $238.00 million, underscored the quality of the earnings. Looking ahead, management raised the low end of its adjusted EPS guidance to a new range of $9.80 to $10.20, and separately announced a commitment to invest over $2.00 billion in U.S. Plants, talent, and digital infrastructure over the next five years, reinforcing confidence in the company's longer-term growth trajectory.
Key Takeaways
- • Software & Control organic sales growth of 22% driven by higher volume, price realization, and productivity
- • North America sales growth of 7% year over year
- • Productivity improvements, price realization, and favorable mix expanding total segment operating margin to 21.2%
- • Total ARR grew 7% year over year
- • Free cash flow conversion of 153% on Adjusted Income
- • Broad set of customer wins including significant brownfield and greenfield opportunities
ROK YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
ROK Revenue by Segment
With YoY comparisons, source: SEC Filings
ROK Revenue by Geography
With YoY comparisons, source: SEC Filings
“Q3 marked another quarter of strong execution and significant progress toward our long-term margin expansion goals. We returned to year-over-year sales growth with a broad set of customer wins in the quarter, including significant brownfield and greenfield opportunities. Rockwell is also investing over $2 billion in our plants, talent, and digital infrastructure over the next five years. The majority of this spend is focused on capital investment in the United States.”
— Blake Moret, Q3 2025 Earnings Press Release
ROK Earnings Trends
ROK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ROK EPS Trend
Earnings per share: estimate vs actual
ROK Revenue Trend
Quarterly revenue: estimate vs actual
ROK Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.48 | $2.75 | +10.73% | $2.11B | +0.96% |
| Q4 25 BEAT FY | $2.94 | $3.34 | +13.61% | $2.32B | +5.63% |
| FY Full Year | $10.03 | $10.53 | +4.94% | $8.34B | +1.48% |
| Q3 25 BEAT | $2.67 | $2.82 | +5.66% | $2.14B | +3.66% |
| Q2 25 BEAT | $2.12 | $2.45 | +15.76% | $2.00B | +1.49% |